As of December 1, 2025, AppLovin Corporation (NASDAQ: APP) is a prominent player in AI and advertising tech, trading around $600 per share with a market cap of approximately $203 billion. Following a significant rally, the stock has seen a brief pullback from highs above $740. In Q3 2025, AppLovin reported a 68% revenue growth year-on-year to $1.41 billion, aided by its Axon AI ad engine, with anticipated Q4 revenue guidance of $1.57–$1.60 billion. Analysts maintain a consensus rating of “Moderate Buy,” with price targets ranging between $650 and $750, although concerns over aggressive valuation persist. Key risks include regulatory scrutiny and competition from giants like Google and Meta. AppLovin is pivoting towards AI, divesting its gaming business to enhance profitability. Investors should consider the stock’s high volatility and regulatory risks in light of promising fundamentals and future growth prospects in the digital ad space.
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